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After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...

This week in advisor fintech we have yet more news out of the advice engagement category. Bento Engine announced the launch of...

The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...

The "mood" has changed. Reality has a way of doing that. Watch out investors/traders in equities. Next "shoe" to drop? Real estate. Commercial and residential. Lots of pain coming.

Greetings from Digital Wealth News™ Friends, AS USUAL, we are loaded up with a plethora of new,...

Have you thought about how rising interest rates will affect the banking and wealth industries? Or how these internal problems can be solved, and failures circumvented using emerging technology?

By Christopher Hamman As we enter the new month, many things are looking up for the crypto space.  That is despite Gary Gensler's personal...

As 2023 continues, there are many predictions of what may come next: Startups will be looking for alternative means of raising cash Sales...

The advice engagement category of financial advisor technology is evolving and expanding rapidly as we progress through the first half of...

Welcome to my new Zoomcast series "Fintech & Philosophy", where we we explore the personal motivations that drive the successes behind fintech’s top C-suite executives! * *...